+52.4%
IOCT price history and return analytics
+74.5%
-22.2%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.3% | +0.4% | -0.1% | +0.1% |
| 30D | +1.2% | +1.0% | +0.2% | +0.7% |
| 3M | +4.2% | +2.4% | +1.8% | +2.9% |
| 6M | +6.7% | +12.0% | -5.3% | +0.7% |
| YTD | +9.8% | +15.3% | -5.5% | +2.2% |
| 1Y | +14.5% | +22.6% | -8.1% | +3.4% |
| 3Y | +44.9% | +74.7% | -29.8% | +9.7% |
| All | +52.4% | +74.5% | -22.2% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling